Marc Butler

• What Google can do specifically for advisors

  By Marc Butler  |  May 1, 2010

  How did we ever live without Google? They didn't create search, but showed us why it's relevant to our business. While search is the most...

• Get social in your retirement planning

  By Marc Butler  |  March 1, 2010

  Social networking--interacting with others in an online community--has and will continue to have a significant impact on our society as a whole. The financial services...

• Your clients expect more from your tech

  By Marc Butler  |  January 23, 2010

  Unfortunately, too many of advisors (and the firms they partner with) are not keeping up with the technology expectations of their clients. According to a...

• Technology tips for the advisor transition

  By Marc Butler  |  November 1, 2009

  It's tough to see the forest for the trees. However, it's in times such as these that opportunities arise. Those of you who have worked...

• Five tips for better tech results

  By Marc Butler  |  October 1, 2009

  While I've previously mentioned that there are any number of resources available to help you make sense of technology, I also know from the e-mails...

• Three tips to ensure advisor efficiency

  By Marc Butler  |  September 1, 2009

  Operational efficiency is often ignored, but should be equally important from an advisor's perspective. How can we do more with less? How do we maximize...

• Welcome to social networking

  By Marc Butler  |  July 1, 2009

  While there are always early adopters who want to be on the bleeding edge of the "next big thing," most people and institutions typically take...

• The case for consolidation

  By Marc Butler  |  June 1, 2009

  Should a boomer advisor consolidate his assets with one custodian, or should he work directly with fund companies and annuity product manufacturers? It's been a...

• Boomer retirement: Phoning it in

  By Marc Butler  |  May 1, 2009

  I'm always leery when someone tells me a technology application changed their life. A colleague's recent "life changing" excitement over a new smartphone was persuasive,...

• What's next for advisor tech?

  By Marc Butler  |  April 1, 2009

  Gathering insight on the changing technology trends and challenges advisors face, I turned to Marvin Clark, chief technology officer for Woodbury Financial Services Inc --...